IREN Iren (prev. Iris Energy) Loading... : Bullish and Bearish Analyst Opinions
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04:56
Jun 04
Jun 04
Buy neocloud compute providers IREN, NBIS, CRWV as AI demand bottlenecks create pricing power for infrastructure owners; compute scarcity is a structural tailwind.
MED
18:27
Jun 03
Jun 03
Author discloses a concentrated 70% portfolio allocation to IREN, implying high-conviction long positioning; framed within a conversation about asymmetric upside opportunity.
MED
17:21
Jun 03
Jun 03
The author prefers NBIS over IREN for much higher valuation potential but does not hold IREN, indicating a selective long bias.
LOW
11:37
Jun 03
Jun 03
Reports IREN (Iris Energy) secured 5.8 GW of power capacity, a fundamental operational development.
LOW
11:23
Jun 03
Jun 03
IREN announced a major Australian data center project with 800MW capacity and transmission agreements, but the tweet is a factual project update without an explicit trade position.
LOW
10:29
Jun 03
Jun 03
Watch IREN with bearish lean; author cites excessive at-the-money share issuance as diluting equity appreciation potential, positioning it as inferior to NBIS among cloud GPU peers. No explicit short position stated.
MED
10:23
Jun 03
Jun 03
The author lists favorite stocks by sector as a thematic watchlist without explicitly stating current positions or forward calls, so each ticker is indexed as watch.
LOW
10:18
Jun 03
Jun 03
The author lists favorite stocks per sector as a thematic watchlist without explicitly stating current positions or forward calls, so all tickers are indexed as watch.
LOW
08:18
Jun 03
Jun 03
Author expresses overall bullishness on IREN but explicitly states a stronger preference for NBIS, indicating a long bias on NBIS while IREN remains a watch.
LOW
08:07
Jun 03
Jun 03
The author endorses IREN as their all-in stock pick in response to a hypothetical concentrated position question, indicating strong conviction.
20:04
Jun 02
Jun 02
The author celebrates a strong trading day with multiple green positions but only explicitly states buying AAOI, making the rest watch-level mentions without forward-looking conviction.
LOW
18:46
Jun 02
Jun 02
Author remains long PALU through earnings, citing strong buyer activity and a fundamental shift in cybersecurity demand due to Mythos, while acknowledging the high implied move and his mixed earnings record.
13:48
Jun 02
Jun 02
Monitor these companies as potential equity issuers due to capex requirements and costly equity capital, which could lead to dilution. No position taken.
MED
10:39
Jun 02
Jun 02
The author outlines a hypothetical long-term portfolio of nine names built for asymmetric upside, implying a bullish conviction on each ticker as core holdings.
09:15
Jun 02
Jun 02
Buy IREN — author discloses a 70% portfolio position and argues the stock is significantly undervalued relative to peer NBIS, with growth still in early stages.
MED
09:13
Jun 02
Jun 02
Author says they are up 66% on IREN, still think it is undervalued, and are not cutting back; this is an explicit hold/add-conviction long stance.
MED
05:14
Jun 02
Jun 02
Author deflects a direct comparison to IREN and acknowledges ASYS as a great stock without stating a personal position or forward call.
LOW
01:07
Jun 02
Jun 02
Speaker notes IREN has had operational issues causing relative weakness but believes they are being addressed; co-mentioned alongside NBIS and CRWV as a thematic beneficiary group.
MED
01:06
Jun 02
Jun 02
The author expresses full conviction in IREN by replying with "$IREN 100%" to a parent tweet about patience, indicating a strong long position.
00:41
Jun 02
Jun 02
Author discloses an active position in IREN, cited as a peer benchmark for a BTC-miner-to-AI/HPC-pivot thesis with real GPU deployments and multi-year contracts.
MED
22:38
Jun 01
Jun 01
Author explicitly rotated the majority of their NBIS position into IREN and states a clear preference for IREN over NBIS, constituting an active long position with a relative conviction call.
MED
22:03
Jun 01
Jun 01
The author agrees IREN was unfairly overlooked by Jensen and highlights its indirect AI compute exposure via Anthropic, but does not state a personal position.
LOW
21:26
Jun 01
Jun 01
Buy Neocloud operators as Google's reported $80B capital raise signals massive AI infrastructure spend ahead, directly benefiting GPU cloud providers like IREN that supply compute capacity to hyperscalers.
MED
20:03
Jun 01
Jun 01
The author recaps a strong green day for their portfolio with multiple stocks up significantly but does not state any forward-looking position or trade idea.
LOW
19:49
Jun 01
Jun 01
Author expresses patience will pay off for IREN, referencing Nvidia CEO's massive future data center cost projection as a bullish catalyst.
LOW
19:40
Jun 01
Jun 01
Buy IREN as the market has not yet priced in the outsized profitability of its NVDA cloud deal — which reportedly generates more cumulative net income than a 3x larger MSFT agreement — implying significant earnings upside when extrapolated across the full power portfolio.
MED
17:32
Jun 01
Jun 01
Author suggests pairing long NBIS with short CRWV or IREN as a theoretical hedge but declines to execute due to sector bullishness.
LOW
16:11
Jun 01
Jun 01
Watch IREN given the author's concern about dilutive ATMs capping upside, but no explicit short position is stated.
MED
15:29
Jun 01
Jun 01
The author defends their update on NBIS as fair pushback against FUD, not a directional trade call.
LOW
13:18
Jun 01
Jun 01
Flagging IREN's dilution risk; no explicit short position but bearish factual claim suggests caution.
MED
About IREN Analyst Coverage
Buzzberg tracks IREN (Iren (prev. Iris Energy)) across 38 sources. 196 bullish vs 21 bearish calls from 40 analysts. Sentiment: predominantly bullish (42%). 417 total trade ideas tracked.